Get involved in local events.

Ages 18+

Financial decisions you make today will greatly impact your future. When using credit you are spending your future income. This concept will be the backdrop of this session where learners will explore managing credit responsibly, how to obtain credit, and the meaning of credit scores and credit reports.

Ages 18+

Financial decisions you make today will greatly impact your future. When using credit you are spending your future income. This concept will be the backdrop of this session where learners will explore managing credit responsibly, how to obtain credit, and the meaning of credit scores and credit reports.

Ages 18+

Financial decisions you make today will greatly impact your future. When using credit you are spending your future income. This concept will be the backdrop of this session where learners will explore managing credit responsibly, how to obtain credit, and the meaning of credit scores and credit reports.

Ages 18+

Learners will develop an effective debt pay-down strategy. They will also consider appropriate debt levels, and reflect on what is considered good debt and bad debt. A basic budgeting framework is also discussed as part of scoring a debt reduction plan.

Ages 18+

Learners will develop an effective debt pay-down strategy. They will also consider appropriate debt levels, and reflect on what is considered good debt and bad debt. A basic budgeting framework is also discussed as part of scoring a debt reduction plan.

Ages 18+

Learners will develop an effective debt pay-down strategy. They will also consider appropriate debt levels, and reflect on what is considered good debt and bad debt. A basic budgeting framework is also discussed as part of scoring a debt reduction plan.

Ages 18+

Offered by SEFCU Wealth Management Services*

When it comes to retirement income, Social Security plays an important role in your retirement income story. Understanding and making the right decisions around taking Social Security can be a big driver to independence in retirement. Join us for this education seminar as we discuss special considerations for your claiming strategy, how being married/divorced or widowed may affect your benefits or how the claiming strategy of your spouse may affect your benefits.

* Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. SEFCU and SEFCU Wealth Management Services are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA Insured

Not Credit Union Guaranteed

May Lose Value

Not Guaranteed by any Government Agency

Not a Credit Union Deposit

The LPL Financial representatives associated with this Website may discuss and/or transact securities business only with residents of the following states: CA, CT, FL, MA, ME, NC, NJ, NY, PA, UT, VA, VT, and WI.

** There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principle.

Ages 18+

A certified long-term care specialist will discuss the challenges we face when we become responsible for aging parents. Participants will learn the steps to protect the well-being of their family and how to devise a plan to safeguard family assets. Learn about the various resources and financial options available.

Ages 18+

Learners will develop an effective debt pay-down strategy. They will also consider appropriate debt levels, and reflect on what is considered good debt and bad debt. A basic budgeting framework is also discussed as part of scoring a debt reduction plan.

Ages 18+

Learners will develop an effective debt pay-down strategy. They will also consider appropriate debt levels, and reflect on what is considered good debt and bad debt. A basic budgeting framework is also discussed as part of scoring a debt reduction plan.

Ages 18+

If you or a family member is new to the federal Medicare program it can feel confusing and frustrating at first glance. This session will help you better understand the many different parts of Medicare and what your options are when you enroll.

"This is the first time doing business with SEFCU Mortgage Services and, wow! Very impressed with the knowledgeable staff who were always available to respond to my questions, even late nights on a holiday."

Personal Banking

Community Impact

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Anonymous, SEFCU Member

Financial Education

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Dennis McDonald - Vice President of Student Affairs, The College of Saint Rose

Mortgage Services

"This is the first time doing business with SEFCU Mortgage Services and, wow! Very impressed with the knowledgeable staff who were always available to respond to my questions, even late nights on a holiday."

Susan D., SEFCU Member

Technology Services

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Anonymous., SEFCU Member

Consumer Lending

"I dreaded this process as I have not applied for a loan in over 10 years but Kim's professional touch made this surprisingly easy."

Anne H., SEFCU Member

Video Teller

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